Dakota Wealth Management
Don Loveless leads the Billings, MT office. He was the President and founder of Loveless Wealth Management, LLC, which was acquired by Dakota Wealth in July 2022.
A 39-year veteran of the financial services industry, Don holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He received a Bachelor’s degree in Business Finance and Economics/Political Science from the University of Montana at Missoula, Montana in 1981.
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Dakota Wealth Management
Dakota Wealth Management is an independent investment management firm serving high-net-worth individuals, families, and institutions.